2023-07-14T15:59:10-05:00 2022-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2021-09-01 752655008 UT SOUTHWESTERN MONCRIEF CANCER CENTER MONCRIEF CANCER INSTITUTE UTSO 8172889800 400 W MAGNOLIA AVE FORT WORTH TX 76104 MICHAEL SERBER ASSISTANT TREASURER 8172889800 2023-07-12 1 MICHAEL SERBER 999009999 EMILY LANDRY P01614538 8172599100 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MONCRIEF CANCER INSTITUTE MICHAEL SERBER 400 W MAGNOLIA AVE FORT WORTH TX 76104 10808694 0 X WWW.MONCRIEF.COM X 1958 TX TO PROVIDE COUNSELING AND SUPPORT RESOURCES TO CANCER PATIENTS AND THEIR FAMILIES. 4 1 0 5 0 0 7933296 8197076 0 0 65920 171716 2389463 2439902 10388679 10808694 44289 97422 0 0 0 0 0 0 90557 11819623 12007062 11863912 12104484 -1475233 -1295790 34033245 41907777 1858127 11683139 32175118 30224638 X TO BE A LEADER IN OUR COMMUNITY'S EFFORTS TO FIGHT CANCER AND REDUCE ITS BURDEN THROUGHOUT THE CONTINUUM OF CARE SETTING, USING EDUCATION, AWARENESS, PREVENTION, EARLY DETECTION, BEHAVIORAL AND NUTRITIONAL SCIENCES AND RESEARCH. 0 0 4391194 MONCRIEF CANCER INSTITUTE'S BREAST AND CERVICAL CANCER SCREENING PROGRAM OFFERS MAMMOGRAMS, CLINICAL BREAST EXAMS, AND PAP/HPV CO-TESTS TO UNDERSERVED/UNINSURED WOMEN. THE PROGRAM ENSURES PATIENTS WITH LIMITED ACCESS CAN OBTAIN THE RECOMMENDED SCREENING. THROUGH OUR COMPREHENSIVE PATIENT NAVIGATION PROCESS, PATIENTS WITH POSITIVE FINDINGS ARE NAVIGATED TO OBTAIN FURTHER STUDIES AND THERAPEUTIC OPTIONS SHOULD THEY BE REQUIRED. IN THE PAST YEAR, THE PROGRAM PROVIDED OVER 8,200 BREAST CANCER SCREENINGS AND DIAGNOSTICS AND 1,500 CERVICAL CANCER SCREENINGS AND DIAGNOSTICS. 296605 MONCRIEF CANCER INSTITUTE'S SURVIVORSHIP AND SUPPORT SERVICES HAS PROVIDED A WIDE RANGE OF SERVICES TO CANCER PATIENTS AND SURVIVORS OVER THE PAST SIX YEARS. THE PROGRAM INCLUDES FERTILITY PRESERVATION, GENETIC COUNSELING, NUTRITION PLANNING, COOKING CLASSES TO PROMOTE HEALING AND WELLNESS, ONE-ON-ONE AND GROUP EXERCISE SESSIONS, AND PSYCHOLOGISTS AND SOCIAL WORKERS TO ASSIST WITH EMOTIONAL AND FINANCIAL CHALLENGES. MONCRIEF CANCER INSTITUTE ALSO HAS A PROGRAM DESIGNED FOR ADOLESCENTS AND YOUNG ADULTS DEALING WITH CANCER. 759277 MONCRIEF CANCER INSTITUTE'S COLORECTAL CANCER SCREENING PROGRAM IS AVAILABLE AT NO COST FOR INDIVIDUALS WHO ARE UNDERSERVED/UNINSURED AND MEET THE CLINICAL ELIGIBILITY REQUIREMENTS. PATIENTS ARE MAILED AN AT-HOME COLON CANCER SCREENING TEST. PATIENTS WITH POSITIVE FINDINGS ARE NAVIGATED TO OBTAIN A COLONOSCOPY. MONCRIEF PARTNERS WITH HOSPITALS, CLINICS, AND HEALTHCARE PROVIDERS IN MORE THAN 20 COUNTIES ACROSS NORTH TEXAS TO PERFORM DIAGNOSTIC COLONOSCOPIES. OVER THE PAST YEAR, MORE THAN 5,000 PATIENTS COMPLETED AT-HOME COLON CANCER SCREENING TESTS, AND OVER 170 PATIENTS HAD COLONOSCOPIES COMPLETED. 71582 MONCRIEF'S 18-WHEELER MOBILE SCREENING CLINIC PROVIDES BREAST, CERVICAL, AND PROSTATE CANCER SCREENINGS TO THE RURAL UNDERSERVED POPULATION. MONCRIEF PARTNERS WITH OVER 150 HOSPITALS, CLINICS, AND HEALTHCARE PROVIDERS IN MORE THAN 60 COUNTIES IN NORTH TEXAS AND CENTRAL TEXAS TO DELIVER SCREENING SERVICES. 489016 MONCRIEF CANCER INSTITUTE'S LUNG CANCER SCREENING PROGRAM PROVIDES SERVICES FOR CURRENT AND FORMER SMOKERS WHO ARE UNDERSERVED/UNINSURED AND MEET THE ELIGIBILITY REQUIREMENTS. PATIENTS RECEIVE AN ANNUAL LOW-DOSE CT SCAN AT ONE OF OUR FIVE PARTNER SCREENING SITES. PATIENTS WITH POSITIVE FINDINGS ARE NAVIGATED TO RECOMMENDED FOLLOW-UP. OVER THE PAST YEAR, THE PROGRAM PROVIDED MORE THAN 700 SCREENINGS AND OVER 135 FOLLOW-UP AND DIAGNOSTIC SERVICES. 1585 MONCRIEF CANCER INSTITUTE'S PROSTATE CANCER SCREENING PROGRAM OFFERS A PSA BLOOD TEST TO UNDERSERVED/UNINSURED MEN IN TARRANT COUNTY. THE PROGRAM ENSURES PATIENTS WITH LIMITED ACCESS CAN OBTAIN THE RECOMMENDED SCREENING. THROUGH OUR COMPREHENSIVE PATIENT NAVIGATION PROCESS, PATIENTS WITH POSITIVE FINDINGS ARE NAVIGATED TO OBTAIN FURTHER STUDIES AND THERAPEUTIC OPTIONS SHOULD THEY BE REQUIRED. IN THE FIRST THREE MONTHS OF THE PROGRAM, 32 INDIVIDUALS WERE SCREENED FOR PROSTATE CANCER. 4007017 97422 ALL OTHER SUPPORT SERVICES 4569200 97422 10016276 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 96 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 1 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KEITH ARGENBRIGHT MD 8172889800 400 W MAGNOLIA AVE FORT WORTH TX 76104 MACK MITCHELL MD VICE CHAIRMAN 1.00 40.00 X X 0 640684 39331 KIT MONCRIEF DIRECTOR 1.00 1.00 X 0 0 0 HOLLY CRAWFORD TREASURER (PARTIAL YEAR) 1.00 40.00 X X 0 55114 396 CARLOS ARTEAGA MD DIRECTOR 1.00 40.00 X 0 880586 80372 MICHAEL SERBER ASST. SECRETARY & ASST. TREASURER 1.00 40.00 X 0 724444 45027 KEITH ARGENBRIGHT MD MEDICAL DIRECTOR FOR MCI 1.00 40.00 X 0 438330 39331 0 2739158 204457 6 0 1 0 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 MEDICAL SERVICES 756188 ROSE IMAGING SPECIALISTS PA PO BOX 203268 DALLAS TX 75320 MEDICAL SERVICES 233789 JT VAUGHN CONSTRUCTION LLC 9160 STERLING ST STE 100 IRVING TX 75063 CONSTRUCTION SERVICES 209399 SCHAEFER ADVERTISING CO LTD 1228 SOUTH ADAMS ST FORT WORTH TX 76104 ADVERTISING 189082 AHI FACILITY SERVICES INC 1253 ROUND TABLE DR DALLAS TX 75247 HOUSEKEEPING SERVICES 131449 6 3593368 4603708 8197076 171716 171716 532 532 2439370 0 2439370 2439370 2439370 10808694 0 0 2611618 X 18176 18176 79246 79246 48950 48950 112396 76429 35967 60933 60933 8593474 7533490 972424 87560 317264 280393 33934 2937 255859 204111 51688 60 190322 135264 55058 764775 525210 239565 41739 36977 4762 1323116 899719 423397 130436 88696 41740 AUTO EXPENSES 56075 55761 314 MEDICAL SUPPLIES 46572 46572 MISCELLANEOUS 39882 16585 23297 CERTIFICATIONS & CONTIN 25269 19647 5622 12104484 10016276 1997651 90557 1252481 842707 858168 10623962 86275 50975 47688881 21826685 27185312 25862196 4651009 4527937 34033245 41907777 1697184 2304760 160943 9378379 1858127 11683139 X 30177377 28591543 1997741 1633095 32175118 30224638 34033245 41907777 -1295790 -364646 -290044 0 X X 0 1 X 1 1 1 X X 1 UT SOUTHWESTERN MEDICAL CENTER 756002868 6 1 6440012 0 1 6440012 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 518965 0 1997741 -364646 1633095 1689189 308552 1997741 1567922 121267 1689189 1659170 -91248 1567922 1563838 95332 1659170 1.00000 0 0 4285018 4285018 41100052 20065399 21034653 1308922 1285362 23560 994889 475924 518965 25862196 BENEFICIAL INTEREST IN PERPETUAL TRUST 1633095 DUE FROM MONCRIEF CANCER FOUNDATION 2578163 ACCOUNTS RECEIVABLE - RELATED PARTY 316679 4527937 X 10444048 -364646 -364646 10808694 0 10808694 12104484 0 12104484 0 12104484 PART X, LINE 2: MONCRIEF IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE CODE, AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY MONCRIEF AND RECOGNIZE A TAX LIABILITY IF MONCRIEF HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY MONCRIEF AND HAS CONCLUDED THAT, AS OF AUGUST 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS, MONCRIEF IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 ASSISTANCE FOR INDIGENT CARE 99 79246 0 0 0 0 0 0 0 0 0 CARLOS ARTEAGA MD DIRECTOR 0 740016 0 139850 0 720 0 62843 0 17529 0 960958 0 0 MICHAEL SERBER ASST. SECRETARY & ASST. TREASURER 0 312292 0 138408 0 273744 0 24650 0 20377 0 769471 0 0 MACK MITCHELL MD VICE CHAIRMAN 0 459056 0 180908 0 720 0 24650 0 14681 0 680015 0 0 KEITH ARGENBRIGHT MD MEDICAL DIRECTOR FOR MCI 0 418330 0 20000 0 0 0 24650 0 14681 0 477661 0 0 HOLLY CRAWFORD PARTIAL YEAR AND M OFFICER - UT SOUTHWESTERN MONCRIEF CANCER CTR & UT SOUTHWESTERN MEDICAL C 6440012 MONCRIEF CANCER INSTITUTE HAS TRANSACTIONS WITH UT SOUTHWESTERN AS PART OF THE MASTER SERVICES AGREEMENT FOR SHARING OF EMPLOYEES AND OTHER RESOURCES RELATED TO INFORMATION RESOURCES, IT, ADVERTISING & PRINTING, CONSULTING AND MANAGEMENT. HOLLY CRAWFORD AND MICHAEL SERBER ARE OFFICERS OF UT SOUTHWESTERN AND OFFICERS & DIRECTORS OF MONCRIEF CANCER INSTITUTE. 0 FORM 990, PART VI, SECTION A, LINE 6 DR. PODOLSKY, AS PRESIDENT OF UT SOUTHWESTERN, IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A DR. PODOLSKY, IN HIS CAPACITY AS MEMBER, HAS THE SOLE AUTHORITY TO APPOINT DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MICHAEL SERBER, ASSISTANT TREASURER BEFORE SUBMISSION TO DR. MACK MITCHELL, PRESIDENT AND CHAIRMAN, FOR REVIEW. ALL BOARD MEMBERS CAN REQUEST A COPY OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C MONCRIEF CANCER INSITUTE FOLLOWS THE WRITTEN CONFLICT OF INTEREST POLICY OF UT SOUTHWESTERN WHICH REQUIRES THE DIRECTORS AND OFFICERS TO SIGN CONFLICT OF INTEREST STATEMENTS WHICH ARE THEN REVIEWED BY THE BOARD. ANYONE WITH A CONFLICT IS RECUSED FROM DISCUSSION AND VOTING ON THE TRANSACTION, WITH THE CONFLICT BEING DOCUMENTED IN THE MINUTES. THE CONFLICT OF INTEREST STATEMENTS ARE A PART OF THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,219,035. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,219,035. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 93. MANAGEMENT AND GENERAL EXPENSES 91,693. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,786. TRANSLATION SERVICES: PROGRAM SERVICE EXPENSES 9,037. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,037. BENEFITS: PROGRAM SERVICE EXPENSES 1,198,301. MANAGEMENT AND GENERAL EXPENSES 121,493. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,319,794. ADMIN SERVICE FEE: PROGRAM SERVICE EXPENSES 412,233. MANAGEMENT AND GENERAL EXPENSES 47,324. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 459,557. LEASED EMPLOYEES WAGES: PROGRAM SERVICE EXPENSES 3,622,922. MANAGEMENT AND GENERAL EXPENSES 710,829. FUNDRAISING EXPENSES 87,560. TOTAL EXPENSES 4,421,311. CONSULTING: PROGRAM SERVICE EXPENSES 57,231. MANAGEMENT AND GENERAL EXPENSES 36. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,267. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 7,454. MANAGEMENT AND GENERAL EXPENSES 1,049. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,503. PATIENT SUPPORT: PROGRAM SERVICE EXPENSES 7,184. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,184. MONCRIEF CANCER FOUNDATION 5323 HARRY HINES BLVD DALLAS TX 75390 752429817 ORGANIZED AND OPERATED FOR THE BENEFIT OF UT SOUTHWESTERN MEDICAL CENTER. TX 501(C)(3) 509(A)(3) 0 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 HIGHER EDUCATION, RESEARCH, AND PROVISION OF MEDICAL CARE. TX 501(C)(3) LINE 6 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 MONCRIEF CANCER FOUNDATION C 3593368 FMV UT SOUTHWESTERN MEDICAL CENTER J 1373917 FMV UT SOUTHWESTERN MEDICAL CENTER N 234832 FMV UT SOUTHWESTERN MEDICAL CENTER O 6205180 FMV UT SOUTHWESTERN MEDICAL CENTER S 69004 FMV